Serenity: Glass Substrate Mass Production Timeline May Be Delayed by Another Quarter, Leading to a Postponement in Volume Ramp-up by Partner Manufacturers

BlockBeats News, August 14th, Serenity reported that the mass production schedule of semiconductor glass substrates seems to be facing the possibility of being delayed for at least another quarter. It pointed out that Samsung Motors recently encountered bottlenecks when customers conducted reliability evaluations on the glass substrate prototype products, delaying the related investment plan. At the latest second-quarter earnings conference, the project's production time was further adjusted to 2028.

In addition, the mass production schedule of Absolics, a subsidiary of SKC, has been delayed from the second half of 2026 to the first half of 2027.

Serenity concluded that the current industry's major mass production milestones are as follows: SKC Absolics delayed from the second half of 2026 to the first half of 2027, and Samsung delayed from the second half of 2027 to the first half of 2028.

Serenity believes that although the delay in production time is not necessarily all negative news, the adjustment of the glass substrate industry chain's schedule seems to be "imminent." For some related manufacturers, their production capacity ramp-up pace may follow the mass production schedule of the above-mentioned major companies, including LPK, Philoptics (161580), and E&R (8027).